With nearly four decades of experience managing wealth for individuals, we’ve navigated the ups and downs of the market. We work closely with individual investors and advisors seeking expert portfolio management. The Prudent Speculator is our trusted newsletter for over 40 years.
Are you looking for expert management of your portfolio of $100,000 to multi-millions? We want to help you achieve your investment goals. Let’s get started by completing this contact form.
Are you a financial advisor looking for investment options for your clients? Contact us to find out about our propriety separately managed account strategies and mutual funds.
Kovitz Investment Group works with clients across the United States out of our offices in Chicago, IL, Aliso Viejo, CA, and Austin, Texas.
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*Past performance is not indicative of future results.
Please note that your answers shall be used to provide relevant information about our firm and the services we provide. It is not intended to be investment advice, a pre-cursor to investment advice, and shall not be utilized in the event that you decide to initiate services with KIG or any division or product thereof.
Past performance is not indicative of future returns, and KIG does not represent that either the company or its products guarantee a positive outcome with respect to the statements above.